See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,247 | $58,208+15.5% | $81,812-17.8% | $80,856-16.8% |
| Participation rate | 97.4% | 63.4%+34.0pp | 72.3%+25.1pp | 67.6%+29.8pp |
| Annual return | 13.17% | 41.66%-28.5pp | 773.79%-760.6pp | 35.59%-22.4pp |
| Employer contribution / active EE | $3,580 | $2,340+53.0% | $2,912+22.9% | $2,755+29.9% |
| Participant deferral / active EE | $5,283 | $3,281+61.0% | $4,319+22.3% | $4,296+23.0% |
| Admin fee / account holder | $3,369 | $4,981-32.4% | $7,386-54.4% | $6,918-51.3% |